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Tag Archives: Jan Kelly

Podcast 176 features F&I expert Jan Kelly

(March 29, 2018) -- Jan Kelly, an expert in finance and insurance, can help RV dealers sell F&I add-on products, but do so in a way that ensures they comply with the complex myriad of laws, rules and regulations that govern those products. She talks about how enforcement of the Military Lending Act is impacting RV dealerships, and she also describes how dealers can work to convert cash buyers into financed buyers to help both the buyer and the dealership. Read More »

Podcast 124: Jan Kelly with Newcoast Financial

(Jan. 26, 2017) -- Jan Kelly is one of the RV industry’s most revered trainers when it comes to finance and insurance rules and sales. She recently accepted a position at Newcoast Financial. She comes on the show to explain how Newcoast may be a good source for funding for some trickier loans. What’s a tricky loan? People with higher loan to value on an RV that is being traded in, or perhaps there is a problem in the credit report with a settled real estate issue. Maybe the borrower owns a business, but the bank won’t include pass through income from the company in determining debt to income ratio. Newcoast is not a sub-prime lender, she explains. Rather the firm helps qualify people with good credit who have unusual circumstances. Read More »

Podcast 91: Finance and insurance expert Jan Kelly

(May 6, 2016) -- Kelly talks about some trends she is seeing in the F&I segment having to do with regulations and reserve requirements. She also talks about compliance issues and why dealers need to diversify into other products. She even provides tips on how F&I managers can convert cash customers into financing their purchases. Perhaps the best part of this interview is that Kelly takes RV dealers to task over their approach in hiring people to fill F&I positions. Read More »

Jan Kelly to provide training for NERVDA members

(Dec. 18, 2014) -- "No matter what your experience level, you will gain invaluable tips and techniques to help you keep 100 percent of the profits and gain control of your deals," said Zagami. "Audio-video drill and rehearse segments reinforce training principles and allow participants to practice new skills in a supportive environment." Read More »

F&I Expert Jan Kelly on podcast episode 011

(May 29, 2014) -- This week's guest is finance and insurance expert Jan Kelly, the principal at Kelly Enterprises in Vancouver, Wash. She talks about risks dealers face in not paying attention to the plethora of federal regulations being enforced by the "alphabet army" of agencies. She also explains how dealers can be more profitable by allowing F&I managers to have time to focus on doing their jobs, rather than requiring them to divide their attention among other duties. Read More »